QQJG vs. SFYX

Last updated Apr 2, 2026

Compare and contrast key facts about Invesco ESG NASDAQ Next Gen 100 ETF (QQJG) and SoFi Next 500 ETF (SFYX).

QQJG and SFYX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QQJG is a passively managed fund by Invesco that tracks the performance of the Nasdaq Next Generation 100 ESG Index - Benchmark TR Gross. It was launched on Oct 27, 2021. SFYX is a passively managed fund by Toroso Investments that tracks the performance of the Solactive SoFi US Next 500 Growth Index. It was launched on Apr 11, 2019. Both QQJG and SFYX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

QQJG vs. SFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco ESG NASDAQ Next Gen 100 ETF (QQJG) and SoFi Next 500 ETF (SFYX). The values are adjusted to include any dividend payments, if applicable.

QQJG vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
QQJG Invesco ESG NASDAQ Next Gen 100 ETF	1.44%	18.05%	14.67%	17.20%	-27.69%	0.91%
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	17.70%	-22.88%	-1.17%

Returns By Period

QQJG

• 1D: 0.00%
• 1M: 0.00%
• YTD: 1.44%
• 6M: 3.25%
• 1Y: 27.88%
• 3Y*: 14.20%
• 5Y*: —
• 10Y*: —

SFYX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

QQJG vs. SFYX - Expense Ratio Comparison

QQJG has a 0.20% expense ratio, which is higher than SFYX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

QQJG

Invesco ESG NASDAQ Next Gen 100 ETF

SFYX

SoFi Next 500 ETF

Return for Risk

QQJG vs. SFYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QQJG

QQJG Risk / Return Rank: 70
QQJG Sharpe Ratio Rank: 70
QQJG Sortino Ratio Rank: 72
QQJG Omega Ratio Rank: 73
QQJG Calmar Ratio Rank: 62
QQJG Martin Ratio Rank: 73

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QQJG vs. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco ESG NASDAQ Next Gen 100 ETF (QQJG) and SoFi Next 500 ETF (SFYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	QQJG	SFYX	Difference
Sharpe ratio Return per unit of total volatility	1.30	—	—
Sortino ratio Return per unit of downside risk	1.90	—	—
Omega ratio Gain probability vs. loss probability	1.29	—	—
Calmar ratio Return relative to maximum drawdown	1.73	—	—
Martin ratio Return relative to average drawdown	8.45	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	QQJG	SFYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.30	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.17	—	—

Correlation

The correlation between QQJG and SFYX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

QQJG vs. SFYX - Dividend Comparison

QQJG's dividend yield for the trailing twelve months is around 13.86%, more than SFYX's 1.36% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019
QQJG Invesco ESG NASDAQ Next Gen 100 ETF	13.86%	0.68%	0.65%	0.54%	0.70%	0.08%	0.00%	0.00%
SFYX SoFi Next 500 ETF	1.36%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%

Drawdowns

Drawdown Indicators

	QQJG	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-36.76%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-14.51%	—	—
Current Drawdown Current decline from peak	-2.09%	—	—
Average Drawdown Average peak-to-trough decline	-15.84%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.97%	—	—

Volatility

Volatility by Period

	QQJG	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.00%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.78%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	21.80%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.12%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.12%	—	—